Mc Kinley Carter Wealth Services, Inc. Select Sector Spdr Fund Health Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.6 Billion
Q4 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 123,711 shares of XLV stock, worth $17.9 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

123,711

Previous 126,118 1.91%

Holding current value

$17.9 Million

Previous $19.4 Million 12.39%

% of portfolio

1.06%

Previous 1.2%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$136.28 - $154.74 $328,025 - $372,459	-2,407 Reduced 1.91%	123,711 $17 Million
Q3 2024 Oct 15, 2024	BUY	$143.3 - $157.24 $1.01 Million - $1.11 Million	7,073 Added 5.94%	126,118 $19.4 Million
Q2 2024 Aug 09, 2024	BUY	$138.43 - $147.09 $591,096 - $628,074	4,270 Added 3.72%	119,045 $17.4 Million
Q1 2024 Apr 26, 2024	BUY	$138.48 - $147.86 $1.26 Million - $1.35 Million	9,134 Added 8.65%	114,775 $17 Million
Q4 2023 Feb 07, 2024	BUY	$123.14 - $136.38 $1.3 Million - $1.44 Million	10,548 Added 11.09%	105,641 $14.4 Million
Q3 2023 Oct 13, 2023	BUY	$128.74 - $136.24 $347,469 - $367,711	2,699 Added 2.92%	95,093 $12.2 Million
Q2 2023 Aug 02, 2023	BUY	$126.74 - $135.66 $11 Million - $11.8 Million	86,899 Added 1581.42%	92,394 $12.3 Million
Q1 2023 Apr 24, 2023	SELL	$124.15 - $135.82 $22,098 - $24,175	-178 Reduced 3.14%	5,495 $711,000
Q4 2022 Feb 07, 2023	BUY	$121.85 - $140.1 $113,564 - $130,573	932 Added 19.66%	5,673 $770,000
Q3 2022 Oct 24, 2022	BUY	$121.11 - $134.29 $300,837 - $333,576	2,484 Added 110.06%	4,741 $574,000
Q2 2022 Jul 15, 2022	BUY	$119.89 - $142.83 $49,994 - $59,560	417 Added 22.66%	2,257 $289,000
Q1 2022 Apr 27, 2022	BUY	$126.55 - $139.44 $232,852 - $256,569	1,840 New	1,840 $252,000

Others Institutions Holding XLV

# of Institutions

1,924

Shares Held

202M

Call Options Held

10.6M

Put Options Held

16.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Mc Kinley Carter Wealth Services, Inc. Select Sector Spdr Fund Health Transaction History